Financial Solutions Advisor - Dayton Mall Financial Center
Bank of America
Dayton, OH, US
Client financial planning
Investment product recommendations
Risk mitigation and control
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Client financial planning
Investment product recommendations
Risk mitigation and control
Client lead triaging
Referral management
Financial goal setting
Nice-to-have
Strong computer multitasking skills
Collaborative teamwork
Effective communication
Adaptability and continuous learning
Time and capacity management
Regulatory due diligence
Key Requirements
Holds Series 7 and 66 licenses or equivalent
Minimum one year financial services or sales experience
SAFE Act registration for mortgage loan originations
High School Diploma or equivalent
Work Rights
SAFE Act registration required for mortgage loan originations